Anic Equity¶
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Total return since start: 0.566 %¶
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Equity now: -----------------------------> 47833.62 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46438.67 Kr¶
PnL: ---------------------------------------> -449.9 Kr¶
DD now: ---------------------------------> -1.637 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-23 15:19:57.552759'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Beijer Electronics Group | 26 | 1.980000 | 3208.400000 | 237.400000 | 7.990000 | 2971.000006 |
| HEBA B | 70 | 2.160000 | 2814.000000 | 178.000000 | 6.750000 | 2636.000010 |
| FM Mattsson Mora Group B | 50 | 0.170000 | 2980.000000 | 53.000000 | 1.810000 | 2927.000000 |
| AcadeMedia | 12 | 0.970000 | 599.040000 | 42.040000 | 7.550000 | 557.000004 |
| Corem Property Group B | 59 | 0.290000 | 615.370000 | 38.370000 | 6.650000 | 576.999999 |
| MedCap | 2 | 2.700000 | 457.000000 | 36.000000 | 8.550000 | 421.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | 2.680000 | 390.800000 | 35.800000 | 10.080000 | 355.000000 |
| HMS Networks | 2 | 3.150000 | 706.400000 | 33.400000 | 4.960000 | 673.000000 |
| Boozt | 12 | -0.070000 | 1684.800000 | 30.800000 | 1.860000 | 1653.999996 |
| Resurs Holding | 22 | -0.440000 | 598.400000 | 24.400000 | 4.250000 | 573.999998 |
| OEM International B | 7 | 0.260000 | 547.400000 | 19.400000 | 3.670000 | 527.999997 |
| Norva24 Group | 16 | 0.290000 | 561.600000 | 18.600000 | 3.430000 | 543.000000 |
| Eastnine | 4 | 0.000000 | 508.800000 | 17.800000 | 3.630000 | 491.000000 |
| Intrum | 4 | 1.600000 | 544.600000 | 17.600000 | 3.340000 | 527.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | 1.670000 | 576.450000 | 14.450000 | 2.570000 | 562.000005 |
| SAAB B | 8 | -1.420000 | 3391.200000 | 14.200000 | 0.420000 | 3377.000000 |
| Coor Service Management Hold. | 8 | 1.640000 | 544.000000 | 12.000000 | 2.260000 | 532.000000 |
| Karnov Group | 9 | -0.170000 | 540.000000 | 4.000000 | 0.750000 | 536.000004 |
| Securitas B | 6 | 1.770000 | 573.960000 | 3.960000 | 0.690000 | 570.000000 |
| Swedbank A | 3 | -0.110000 | 566.700000 | 2.700000 | 0.480000 | 564.000000 |
| CTEK | 13 | 0.690000 | 533.650000 | -0.350000 | -0.070000 | 533.999999 |
| Creaspac SPAC | 6 | -0.310000 | 576.000000 | -1.000000 | -0.170000 | 577.000002 |
| Samhällsbyggnadsbo. i Norden D | 12 | 1.390000 | 244.320000 | -1.680000 | -0.680000 | 246.000000 |
| Handelsbanken A | 5 | 0.050000 | 544.250000 | -1.750000 | -0.320000 | 546.000000 |
| Nordea Bank Abp | 29 | -0.100000 | 3445.200000 | -8.800000 | -0.250000 | 3453.999992 |
| Essity B | 2 | -2.390000 | 563.600000 | -10.400000 | -1.810000 | 574.000000 |
| Midsona B | 63 | 2.020000 | 571.410000 | -11.590000 | -1.990000 | 582.999984 |
| Essity A | 4 | -1.570000 | 1132.000000 | -17.000000 | -1.480000 | 1149.000000 |
| Sampo Oyj SDB | 7 | -0.460000 | 3825.500000 | -24.500000 | -0.640000 | 3850.000000 |
| International Petroleum Corp. | 5 | 3.470000 | 567.000000 | -27.570000 | -4.640000 | 594.565215 |
| Vivesto | 1368 | -2.610000 | 542.000000 | -71.000000 | -11.580000 | 612.999432 |
| Axfood | 13 | 0.040000 | 3662.100000 | -93.900000 | -2.500000 | 3756.000001 |
| OX2 | 18 | -1.060000 | 1433.700000 | -230.300000 | -13.840000 | 1663.999992 |
| Fasadgruppen Group | 35 | 0.400000 | 3500.000000 | -311.000000 | -8.160000 | 3810.999990 |
| Ovzon | 52 | 0.180000 | 2886.000000 | -476.000000 | -14.160000 | 3361.999992 |
| TOTAL | 46435.650000 | -452.920000 | -1.64362% | 46888.564618 |
Updated:¶
'2023-01-23 15:19:18.038037'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
